Every customer understood. Every team ready to act.
Speak, snap a photo or add a note.
Teamfold’s AI remembers and keeps the work moving.
Acme Corp
Manufacturing · battery order
0:14
Languages
العربية
1
Capture the conversation
In the customer’s language
VoicePhotoNote
Battery order · 200 packs
Photo added
- Wants · 200 packs, 48V lithium
- Source · New production run
- Budget · Under ₹75,00,000
- Delivery · By 20 Dec
- Promised · Commissioning support, 2 days
2
Customer memory
Every key detail, in one place
New rep: Sofia
Inherits the full history
Same order. No repeat calls.
3
Handover
Nothing lost when reps change
Service team
Schedules the promised commissioning
Promised
Commissioning support, 2 days4
After-sale
Promises reach the team that keeps them
No more day-end reports.
Voice, photos, notes. Logged and shared without the extra reporting.
Acme Corp
teamfoldVoice note · 12:14 pm
Key points
- Knee replacement consult
- Insurance, cashless
- Decides in December
- Asked for single-room upgrade
Shared with team
Same conversation.
Aligned teams.
Aligned teams.
- Sales teamReal-time sync
- OnboardingReal-time sync
- SupportReal-time sync
- ManagementReal-time sync
Follow-ups that remember why.
The date and the reason come from the conversation.
Acme Corp
Customer · 2 Nov
“My current policy ends on 31 December, so call me well before that.”
Call back on 10 Dec
Parents' cover options · budget under ₹40,000 a year
Owner · Priya S.
Any team picks up where the last left off.
Same customer. Complete context. No repetition.
Acme Corp
- NeedsPlumbing for a 40-flat projectWe need all forty flats fitted before possession.
- Budget₹50,00,000–₹60,00,000
- TimingDecides after 15 Nov board meet
- PromisedFree installationIf you include installation, we can talk.Needs approval
Onboarding · Next step
Plan installation crew for 40 flats
Based on what the customer said
Built for every customer journey.
Acme Corp
Anil Sharma
Test drive · SUV
- WantsDiesel SUV, white
- Budget₹14,00,000–₹16,00,000, on loan
- TimingBefore December delivery
- PromisedFree first service + mats
Next step
Share loan offer before Saturday visit
Shared with every team that handles this customer
Coming soon
Insights for management.
Real conversations, turned into better products, pricing and service.
Acme Corp
Customer sentiment
72%
Positive
- Positive72%
- Neutral18%
- Negative10%
Team sentiment
- Field sales78%
- Inside sales71%
- Support62%
- Onboarding76%
Recurring themes
What customers are saying
“Good product, but the price is above what we planned.”
“Another dealer quoted lower for the same model.”
Review bulk and seasonal pricing
Questions
Who is Teamfold for?
Teams that share responsibility for a customer across sales, onboarding, support and collections. Teamfold is built around keeping the conversation connected as that customer moves between people and teams.
What is shared customer memory?
A saved account of what a customer needs, their budget and timing, what was promised and what should happen next. These details stay together with the customer so the next person can pick up the conversation.
What happens when a customer changes reps or teams?
The saved customer history gives the next rep or team the context from earlier conversations, including needs, promises and next steps. The customer does not have to start the story again.
How do follow-ups keep their context?
A follow-up pairs the next action with the date and the reason from the conversation. The example above connects a renewal date, a callback and the cover options the customer asked about.
Can you build around our own process?
Yes. We build reusable workflows around your process, on consultation. Talk to us about your workflow
Less chasing updates. More growing relationships.
Better context. Better service. More customers won and kept.
Talk to us